Notes Rollup

Activity Calendar

Notes RollupFor Microsoft Dynamics CRM

Overview

Notes Rollup for Microsoft Dynamics CRM 2011, CRM 2013 and Online is a Managed Solution add-in Upgrade to CRM. It allows Standard and Custom Entities like Account, Opportunity, Quote, Order, Invoice and other One to many relationship entities to put all Notes and attachments in parent Entity.

Feature Set

Opportunity, Quote, Order and Invoice and other 1: N relationship entities to have Notes & Attachments in Single Entity.

MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com

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Notes RollupFor Microsoft Dynamics CRM

Overview

Notes Rollup for Microsoft Dynamics CRM 2011, CRM 2013 and Online is a Managed Solution add-in Upgrade to CRM. It allows Standard and Custom Entities like Account, Opportunity, Quote, Order, Invoice and other One to many relationship entities to put all Notes and attachments in parent Entity.

Feature Set

Opportunity, Quote, Order and Invoice and other 1: N relationship entities to have Notes & Attachments in Single Entity.